Aditya Shah
ON
Summary
- Result-driven commercial banking relationship manager with 10+ years of experience in Financial Service Industry
- Thorough knowledge in various spectrums of Commercial Banking and Corporate Finance. Well experienced in driving revenue growth, managing client portfolios, providing strategic financial solutions and fostering strong client relationships
- Proven track record of exceeding sales targets, enhancing client satisfaction and driving revenue growth
- Chartered Financial Analyst (CFA) Level 2 candidate
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Relationship Manager -Business Markets
Royal Bank of Canada, RBC
10.2021 - Current
- Manage a diverse portfolio of 200 commercial clients with annual revenue ranging from $2 to $5 million
- Structure and close tailored credit solutions, investment solutions, treasury services and risk management products through in depth financial analysis, due diligence and creditworthiness assessment
- Lead negotiations and underwrite complex credit facilities, achieving favorable terms while mitigating institutional risks
- Establish and maintain deep client relationships by delivering client first experience and drive business sales volume through opportunity spotting
- Successfully achieved client retention rate above 97% , YoY loan growth of 20% , deposit growth of 15% while acquiring an average of 15 new clients every year
- Build internal and external networks and implement an effective prospecting strategy to capitalize on business opportunities and attract new business and generate referrals and sales results while ensuring superior client care
Personal Banking Advisor
Royal Bank of Canada, RBC
06.2018 - 09.2021
- Managing the team as a Manager Delegate and taking responsibilities for day to day operation of the branch
- Expertise across everyday banking, investments and credit with a ability to provide robust advice experience on both personal needs
- Resolve problems effectively by delivering superior client experience throughout the branch
- Attract, nurture and grow client relationships, in collaboration with other groups to deliver on client needs
Manager- Financial Analyst
Adani Enterprises Limited
04.2013 - 03.2018
- Analysis and presentation of financial statements and relevant financial information to prepare various reports including financial models to enable management to take investment, credit rating and fund raising decisions
- Worked as primary point of contact for relationship management with Lenders/Investors/ Credit Rating Agencies to attract new fund-raising opportunities by different products like- Structured debt market instruments, structured Non-Convertible Debentures, Promoter Financing - Loan Against Shares, Commercial Paper, Zero Coupon Bonds to achieve cost reduction and maturity optimization
- Assisted in other activities including preparation of drawdown requests, account reconciliations, month end activities, stock audits and covenant testing
Education
Master of Science - Finance And Investment
University of Leeds
Leeds, United Kingdom09-2012
BBA - Finance
B.K. Majumdar Institute of Business Administration
Gujarat, India06-2010
Skills
- Client Relationship Management
- Financial Analysis and Risk Assessment
- Strategic Financial Planning
- Sales and Business Development
- Credit and Lending Solutions
- Treasury and Cash Management
- Cross Functional collaboration
- Excellent communication and negotiation
Languages
English
Full Professional
Hindi
Native or Bilingual
Gujarati
Native or Bilingual
Certification
- Passed CFA Level-1
- Investment Funds in Canada
Timeline
Senior Relationship Manager -Business Markets
Royal Bank of Canada, RBC
10.2021 - Current
Personal Banking Advisor
Royal Bank of Canada, RBC
06.2018 - 09.2021
Manager- Financial Analyst
Adani Enterprises Limited
04.2013 - 03.2018
- Passed CFA Level-1
- Investment Funds in Canada
Master of Science - Finance And Investment
University of Leeds
BBA - Finance
B.K. Majumdar Institute of Business Administration
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